March 10, 2021

The Work from Home revolution and pandemic business disruption have motivated many aspiring entrepreneurs to take their shot in 2021. If you’re determined to make this the year that you promote yourself to Founder and CEO, these three tips will help smooth your runway.

March 3, 2021

Our Life-Centered Planning process is designed to help you and your family achieve important long-term goals like buying a house, sending your kids to college, and enjoying a secure and fulfilling retirement.

But the journey to those major milestones begins with the smaller steps that we take every single day. These five daily and monthly actions can grow into money habits that will have a big impact on your financial future.

February 22, 2021

1.(Re)Identify your purpose.

A big reason that so many New Year's resolutions and goals fail this time of year is that they weren’t clear and actionable. In other cases, some folks get so caught up in the positivity of a new year that they set too many targets that aren't important enough to follow through on.

February 17, 2021

Mentoring can be a fulfilling way for retirees to repurpose their professional skills, give back, and stay active. But there's more to building an effective mentoring relationship than just making yourself available for a chat. These four tips will help both mentor and mentee get the most out of their time together.

February 9, 2021

Since the end of January, #YOLO has been a rallying cry on internet message boards where amateur investors have driven up stock prices for video game retailer GameStop and movie theatre chain AMC. And while everyone should have opportunities to build wealth via the markets, we believe this particular group of rebels are only half-right about their investment strategy.

It’s true that “you only live once,” and you need to make the most of the financial opportunities available to you. But that’s exactly why we prefer measured, long-term financial planning to short-term speculation.

February 3, 2021

Many people are discovering that their financial journeys are even more fulfilling when they align their plans with their values. These investing, spending, and giving strategies could help you grow your nest egg while also putting your values in action.

January 15, 2021

COVID-19 forced most of us to adapt to new realities by revisiting our daily habits and financial priorities.

January 14, 2021

You’ve worked hard throughout your lifetime and this hard work has finally paid off. Perhaps you’ve accumulated assets beyond even those that you may need to enjoy a carefree and relaxed retirement that will eventually be passed on to your heirs. However, some of these assets can result in a tax liability upon your death, or on the death of your spouse.

January 11, 2021

The weeks leading up to a presidential election can be nerve-wracking enough on their own. Add in the tumult from Covid-19, social justice movements, and recent market volatility, and it's no wonder that some of us are dealing with significant anxiety as we get closer and closer to punching our ballots.

So many of the problems we've faced in 2020 have felt bigger than we are. That's one reason we're all so energized to vote: even if the result of the election is beyond any one person's control, it will feel good to take action and have your voice heard.

But are you so wrapped up in big picture challenges that you're overlooking things in your life that you can control? Taking some purposeful steps in these three areas could remind you who's ultimately in charge of your family's Return on Life. 

January 4, 2021

Has working from home give you a new perspective on the work you do?

You might have to navigate a few extra obstacles if you want to change jobs during the pandemic. But the shifting business landscape has also created new opportunities if you’re clear on your personal, professional, and financial goals. Answering these four questions will help you determine how a career change could impact your Return on Life.